Fenergo Client Lifecycle Management provides a truly streamlined, digital client orchestration solution to enable the delivery of a quick and efficient client onboarding process for both new and existing clients.

Fenergo CLM for SalesforceⓇ puts Relationship Managers in the driving seat of the client onboarding journey, providing them with insight into and oversight over the entire end-to-end client onboarding process.

It outlines the various approaches being undertaken by leading wealth management firms and highlights the disparities that are taking place in the industry. According to its findings, 63% of wealth managers claim they will continue to onboard US clients in light of FATCA.

The Datamonitor report also points to a burgeoning niche market of wealth managers that are adopting an open arms approach to embracing US clients and FATCA, and points to the availability of self-certification portals for the collection and processing of US tax forms.